How they are paying
- Self-pay or insurance
- Which insurer
- Checked against the insurers you accept
Insurance Handling for Private Clinics Insured patients, booked properly
Clara asks how the patient is paying, checks the insurer is one you accept and takes the membership number and authorisation code with the booking.
ClaraRiverside Physio · main line
LiveCallerI’d like to book physio for my knee. I’m insured with Bupa.
ClaraWe do work with Bupa. Could I take your policy number, and your authorisation code if you have one?
CallerAB123456, and the code is CD654321.
I’d like to book physio for my knee. I’m insured with Bupa.
We do work with Bupa. Could I take your policy number, and your authorisation code if you have one?
AB123456, and the code is CD654321.
Send a message...
Riverside PhysioRiverside Physio · main line
I’d like to book physio for my knee. I’m insured with Bupa.
We do work with Bupa. Could I take your policy number, and your authorisation code if you have one?
AB123456, and the code is CD654321.
Insured booking madeBupa · membership and authorisation code noted · in your diary
Books into the practice software you already use
What she takes for an insured booking
The details
- Membership or policy number
- Authorisation code
- Taken exactly as the patient gives them
Where it goes
- Into the booking in your diary
- Into the insurance tracker in your portal
- Cover checked with the insurer
How an insured booking goes
01
“An Initial Assessment is the right appointment for that. The soonest is tomorrow at 9 AM with Sam.”
02
“Will you be self-paying or using insurance for this appointment?”
03
“Could I take your policy number, and your authorisation code if you have one?”
04
“So that’s an Initial Assessment with Sam tomorrow at 9 AM for Jo Taylor. Shall I book that?”
00:04
Initial assessment · Bupa
00:09
Clara Insurer, policy number and authorisation code noted
On a call
ThursdayDiary
13:3014:10Initial assessment · BupaInsurer, policy number and authorisation code noted
InboxNew
Initial assessment · BupaInsurer, policy number and authorisation code noted
Call · 21:02Transcript
CallerInitial assessment · Bupa
ClaraInsurer, policy number and authorisation code noted
Summary
Initial assessment · Bupa
Insurer, policy number and authorisation code noted
Booking stopped
Insurance details with the booking
Clara notes the insurer, policy number and authorisation code with the appointment, so your team has what it needs before the patient arrives.
00:04
I’m with a different insurer.
00:09
Clara I’m sorry, we don’t work with them. You’re welcome to self-pay or use another insurer, or I can pass a message to the team.
On a call
ThursdayDiary
13:3014:10I’m with a different insurer.I’m sorry, we don’t work with them. You’re welcome to self-pay or use another insurer, or I can pass a message to the team.
InboxNew
I’m with a different insurer.I’m sorry, we don’t work with them. You’re welcome to self-pay or use another insurer, or I can pass a message to the team.
Call · 21:02Transcript
CallerI’m with a different insurer.
ClaraI’m sorry, we don’t work with them. You’re welcome to self-pay or use another insurer, or I can pass a message to the team.
Summary
I’m with a different insurer.
I’m sorry, we don’t work with them. You’re welcome to self-pay or use another insurer, or I can pass a message to the team.
Booking stopped
An insurer you don’t accept
If the insurer isn’t on your list, Clara says so kindly and offers to carry on as self-pay, with a different insurer, or pass a message on to your team.
00:04
Insurance tracker · Ms R. Ellis
00:09
Clara Bupa · authorisation code to follow
On a call
ThursdayDiary
13:3014:10Insurance tracker · Ms R. EllisBupa · authorisation code to follow
InboxNew
Insurance tracker · Ms R. EllisBupa · authorisation code to follow
Call · 21:02Transcript
CallerInsurance tracker · Ms R. Ellis
ClaraBupa · authorisation code to follow
Summary
Insurance tracker · Ms R. Ellis
Bupa · authorisation code to follow
Booking stopped
When the code isn’t to hand
If a patient doesn’t have their authorisation code or policy number yet, Clara books anyway and notes it for your team to collect at a later date.
Checking cover
Clara can check a patient’s cover with the insurer, and she notes the policy details for your team. She never gives clinical advice.
Questions about insured patients
Can Clara book insured patients?
Yes. She checks the insurer is one you accept, and takes the membership number and authorisation code with the booking.
Can Clara check a patient’s cover?
Yes. Clara can check a patient’s cover with the insurer, and she notes the policy details for your team.
Where do the insurance details go?
Into the insurance tracker in your Clara portal, and alongside the booking in your practice software.
What if the patient doesn’t have their authorisation code?
Clara can still book. She notes that the code is to follow, so your team can collect it at a later date.
What if the patient is with an insurer I don’t accept?
Clara tells them, then offers to carry on as self-pay, with a different insurer, or pass a message on to your team.